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J.P. MORGAN CHASE BANK-2016
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J.P. MORGAN CHASE BANK-2016
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Last modified
3/31/2017 12:58:30 PM
Creation date
1/10/2017 3:43:03 PM
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Contracts
Company Name
JP MORGAN CHASE BANK
Contract #
A-2016-366
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
12/6/2016
Expiration Date
12/31/2019
Insurance Exp Date
6/1/2017
Destruction Year
0
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ATTACHMENT 9 <br />PROPOSAL EVALUATIONS - RFP No. 16 -111 <br />Evaluations <br />An evaluation team composed of representatives from pertinent agencies /departments of <br />the City of Santa Ana will evaluate proposals on a variety of qualitative and quantitative <br />criteria. The selected proposal (or proposals) will be one(s) that provide the most effective <br />approach that best meets the City's requirements. The lowest price proposal(s) will not <br />necessarily be selected. <br />Selected Financial Banking Institution may be invited to interviews and to make oral <br />presentations /demonstrations to City representatives. The Financial Banking Institution <br />representative(s) attending the interview /oral presentation shall be technically qualified to <br />respond to questions related to the proposed assessment and work plan. During the <br />interview process, non - binding price proposals and costing data can be discussed. Once <br />these interviews and discussions are completed, including the non - binding estimates of cost, <br />the team will finalize the rankings. <br />The evaluation criteria of the proposals will include, but are not limited to the following <br />aspects: <br />1. <br />Financial Banking Institution Qualifications <br />2. <br />Financial Banking Institution (Team) Experience <br />3. <br />Client References <br />4. <br />Proposed Scope of Services and Time of Performance <br />S. <br />Cost of Providing Service <br />Each proposal will be carefully reviewed by the evaluation team based on these criteria. A <br />score will be assigned to each proposal based on a scale of 100 - see sample Proposal <br />Rating Form (Attachment 10). The City reserves full discretion to determine the <br />competence and responsibility, professionalism, technical expertise, and /or financial position <br />of proposers. Proposers will provide, in a timely manner, any and all information which the <br />City deems necessary to make such a decision. <br />City of Santa Ana — Banking Services Page 39 <br />
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